Number of Shares
181,829.00
Current Holdings Value*
$28.68 Mil
% of Portfolio
7.28%
Total Estimate Gain
$78.66 Mil
% of Total Estimate Gain
260.60%

Willingdon Wealth Management's Microsoft Corp Holding Summary

As of 2020-03-31, Willingdon Wealth Management held 181,829.00 shares of Microsoft Corp(MSFT), totaling $28.68 Mil. This investment constitutes 7.28% of their stock portfolio, and Willingdon Wealth Management now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then Willingdon Wealth Management has made 10 purchases of MSFT, at an average price of $99.37, for a total of 303,741.00 shares. In addition, there have been 6 sales at an average price of $138.32 for 121,912.00 shares. Based on historical transaction data and MSFT's current price of $505.87, Willingdon Wealth Management's estimated gain on his MSFT holdings is $78.66 Mil, reflecting a 260.60% gain to date.

Willingdon Wealth Management MSFT ($505.87) Holding Chart

Willingdon Wealth Management MSFT ($505.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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